Our well-being affects all facets of life. While Lifestyle Financial Planning (LFP) is viewed as a holistic solution, it still focuses on financial aspects of “wealth.” It does not bring out the “total needs” of an individual and then plan for Life. Planning for life based on Total Wealth Planning drives wealth and career success […]
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University of Wollongong academics Shantha P Yahanpath and Shan P Yahanpath argue that there is a better way for financial planners to approach wealth management. Given the crisis-ridden recent past and the future challenges of the financial planning industry, it is timely to question whether financial planners are managing the total wealth of customers or […]
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